+97.7%
IRM vs NVMI
+203.1%
-105.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | -1.7% |
| 7D | -1.8% | +3.8% | -5.6% | -2.4% |
| 30D | -7.8% | -7.6% | -0.2% | -6.6% |
| 3M | -7.9% | -28.0% | +20.1% | -3.7% |
| 6M | +6.3% | -15.3% | +21.6% | +7.9% |
| YTD | +38.2% | +11.5% | +26.7% | +33.7% |
| 1Y | +19.8% | +31.6% | -11.8% | +12.8% |
| All | +97.7% | +203.1% | -105.4% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling